How to view your client's product sales history

Timely provides a powerful suite of client reports designed to help you understand your clientele and grow your business. From tracking new and returning clients, viewing product sales histories, to identifying a specific target audience for new marketing campaigns, these reports give you a comprehensive overview of your client base. In this article, you will learn how to view your client's product sales history.

Why is this a valuable report?

If you are selling products to your clients, it is useful to see what they have previously purchased so you can maximise your upsell potential to them at their next appointment. This pairs nicely with our recommendation feature, which you can learn more about in our help guide How to use the product sale recommendation feature on iOS.

From the client record

1 View the client's record under the customers tab.

2 Click on the products tab. The client's product sales history will be displayed in chronological order. If you have access to sales in Timely, you will be able to click through to the original invoice.

From the calendar sidebar

1 You can view the client’s two most recent product sales in the calendar sidebar. To do this, click the view all link which will take you to the products tab on the client record.

Why is this a valuable report?